Virtus Investment Partners (VRTS) Invested Capital (2009 - 2026)

Virtus Investment Partners (VRTS) reported Invested Capital of $1.4 billion for Q1 2026, up 20.28% on a YoY basis from $1.1 billion in Q1 2025, and up 2.47% quarter-over-quarter from $1.3 billion in Q4 2025.

Virtus Investment Partners (VRTS) Invested Capital (2009 - 2026) Analysis & Trends

Virtus Investment Partners has reported Invested Capital for 18 years, with the latest figure at $1.4 billion in Q1 2026.

  • For the quarter ending Q1 2026, Invested Capital rose 20.28% year-over-year to $1.4 billion; the trailing twelve-month figure through Mar 2026 stood at $1.4 billion (up 20.28% YoY), and the FY2025 full-year result was $1.3 billion, up 16.78% from the prior year.
  • Invested Capital for Q1 2026 stood at $1.4 billion, up from $1.3 billion in the prior quarter.
  • The five-year high for Invested Capital was $1.4 billion in Q1 2026, with the low at $1.0 billion in Q2 2022.
  • Historically, Invested Capital has averaged $1.2 billion across 5 years, with a median of $1.1 billion in 2024.
  • Annual changes were most pronounced in 2024 — Invested Capital dropped 2.71% — and 2026, when it rose 20.28%.
  • Virtus Investment Partners' Invested Capital stood at $1.1 billion in 2022, then grew by 4.06% to $1.1 billion in 2023, then climbed by 1.08% to $1.1 billion in 2024, then increased by 16.78% to $1.3 billion in 2025, then increased by 2.47% to $1.4 billion in 2026.
  • The last three Invested Capital figures came in at $1.4 billion (Q1 2026), $1.3 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Virtus Investment Partners 946.70 Mn 1.00 Bn 3.64 Mn 1.36 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.36 Bn
Dec 31, 2025 1.32 Bn
Sep 30, 2025 1.31 Bn
Jun 30, 2025 1.13 Bn
Mar 31, 2025 1.13 Bn
Dec 31, 2024 1.13 Bn
Sep 30, 2024 1.13 Bn
Jun 30, 2024 1.12 Bn
Mar 31, 2024 1.13 Bn
Dec 31, 2023 1.12 Bn
Sep 30, 2023 1.14 Bn
Jun 30, 2023 1.15 Bn
Mar 31, 2023 1.10 Bn
Dec 31, 2022 1.08 Bn
Sep 30, 2022 1.06 Bn
Jun 30, 2022 1.05 Bn
Mar 31, 2022 1.09 Bn
Dec 31, 2021 1.10 Bn
Sep 30, 2021 1.09 Bn
Jun 30, 2021 980.06 Mn